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EWM

Endurance Wealth Management Portfolio holdings

AUM $731M
1-Year Est. Return 18.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$658M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$685K
3
+$545K
4
AMZN icon
Amazon
AMZN
+$530K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$389K

Top Sells

1
+$2.15M
2
+$401K
3
+$255K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$253K
5
CERN
Cerner Corp
CERN
+$182K

Sector Composition

1 Technology 22.85%
2 Healthcare 21.6%
3 Financials 10.19%
4 Industrials 7.63%
5 Consumer Staples 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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5
627
$0 ﹤0.01%
3
628
– –
-1,222
629
– –
-1,000
630
– –
-1,052
631
– –
-1,650
632
– –
-1,000
633
$0 ﹤0.01%
28
634
– –
-2,238
635
– –
-675
636
$0 ﹤0.01%
116
637
$0 ﹤0.01%
1
638
$0 ﹤0.01%
2
639
$0 ﹤0.01%
3
640
$0 ﹤0.01%
2
641
– –
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642
$0 ﹤0.01%
3
643
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33
644
– –
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645
$0 ﹤0.01%
1
646
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647
$0 ﹤0.01%
+100
648
$0 ﹤0.01%
1,500
649
$0 ﹤0.01%
3
650
– –
-1,950
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